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20120701
20120731
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CNBC
Jul 17, 2012 4:00pm EDT
here. what can you tell us? >> maria, it is the guidance, intel guiding to the current quarter being $4.3 billion. the street -- $14.3 billion, the street was looking for 14.6. also full year guidance, intel is saying they expect growth in the 3 to 5% range. they had set high single digits so they are guiding down for a full year, 2012 will have to wait for the interview with stacy smith who will be on our air shortly to find out exactly why they are guiding down. and europe, asia, it's tough out there. >> it's not a surprise. we saw a number of technology names in recent weeks guide down as well talking about a tougher environment in europe and margin pressure. >> tough environment in north america also. i d.c. came out with numbers recently showing the major pc makers having a lot of trouble, particularly hp, maintaining its first place ranking among pc makers but ludsing quite a few pc sales as well. the corporate refresh cycle, saying slowing down. all of that probably hitting intel. in the past they have been able to outrun that based on growth and emerging markets, particularly in
CNBC
Jul 18, 2012 4:00pm EDT
to be careful. i think the area to invest is in the u.s. that's what people should focus on. >> anthony chan, same question to you, would you be looking overseas? we have the numbers from last friday. they were about as expected. it's obviously things are lowing down there. there are so many company that's have been thrown out needlessly so, but maybe there are opportunities there people are overlooking right now, do you agree with that? >> right now we have a overweight to large cap high paying dividend stocks. we have a regional tilt, but we're certainly looking overseas. but when you look at what will happen over the next five or ten years, that's where the growth will come from. if they grow faster they're going to get larger capital gains for the next several years. the issue is let's look for a good entry point. >> guys stay there. we have all of these earnings being released. we want to figure out what many of them mean. john ford is standing by with some of those, one a little company called ibm, right? >> yes, big news for both, first qualcomm in the results and the guidance. the re
CNBC
Jul 11, 2012 4:00pm EDT
indication for two months. that means certain things, and what's interesting to us, we have been saying that europe was the key for financial stocks because -- if we had the confidence for 40 years in the u.s., i have beenble to play the fed, when the fed loosened up, we were confident that the economy would come back because people knew what the numbers were. not so sure that china comes back as quickly as the u.s. did when the central bank of china loosens up. >> so china is a bigger unknown. let's talk about this. this fiscal cliff when the bush tax cuts expire along the programs at the end of the year, and that will push companies to fire people. they will not keep the workers on. so what do you think happened? you have to believe this creates real volatility and downward pressure on stocks. >> i think what's going on right now about this cliff is not anything real. it's politically driven and ron has it right. the only thing both sides of the aisle have done is decide not to raise taxes, but the whole argument is disingenuous. this is the fax code and they play a head game with us
CNBC
Jul 26, 2012 4:00pm EDT
to go up in the u.s. we can run it out and they can continue to be, but at some point that you're getting to, that game does come to an end, and maybe we're beginning to see some of that start to play out and hit an end point. >> jim, do you agree with that? putting the fed story aside, we know you don't think that is real in demand and really what should drive stocks, what about earnings? what's your take? >> we're looking for companies that have some form of under lying growth. we've jewed it as a low-growth environment, not much is happening, net. and the conflicting cross currents and earnings reports and sale social security what one would expect. we're trying to sort through and find the exceptions of companies doing well in this environment. this is not a rising tide that carries all boats environment. it's challenging. >> what would a technician say, jim? they would say that sentiment is negative, everybody thinks that we have all of these problems in the u.s., europe, and china is slowing down, and that's when you want to buy stocks. >> we don't see it as washed out at
CNBC
Jul 23, 2012 4:00pm EDT
and the economy pushed down stocks more this week. with us today larry from barclays. ryan jacobson from wells fargo advantage funds. bob, what do you think? where do we go from here? what are we to make of today's big drop at the open? then this -- bit after comeback. >> well, what you saw today was classic tug of war between the macro economic issues of europe and in contrast with the solid fundamentals we saw on the corporate side last week. early in the day macro economic issues were ruling but we saw some resilience later in the day reflecting the solid valuations at earnings for the most part we have been seeing. >> were you a buyer or seller today? >> well, when the s&p 500 is around 1350 that's actually my target for the end of the year. i don't necessarily view this as a buying or selling opportunity. i think that it is an opportunity for people to just reallocate amongst the various sectors and in this environment i actually really like energy stocks especially those big integrated oil companies that have a lot of cash. i think investors should rationally be looking at that as an opp
CNBC
Jul 2, 2012 4:00pm EDT
this summer. on the heels of better economic data. tim, give us your scenario. what do you see happen someth? g last year a very volatile period and an unprecedented volatility. what do you see happening this summer? >> he can we're lii think we're continue to see volatility through the presidential election season. but the point wiabout a potenti bounce is that the factor and manufacturing numbers that came out so surprisingly weak this morning may very well have been a defensive moposture on the pot of companies fearing the worst out of europe. and now we may actually see somewhat of an economic bounce later this summer and the market could reflect that. >> goldman sachs preerepeated i call that it's time to short the s&p. there are also a lot of expectations of warnings coming. do you agree or no? >> the fact that the market held up even though items a holiday environment on wall street, market held up relatively well. we saw not only at home, but also abroad. as inin the last hour, this is a central bank summer. everybody will be easing sometime soon and you don't want to short the pefed
CNBC
Jul 9, 2012 4:00pm EDT
exclusively about those number was the ceo klaus kleinfeld. sitting here next to us already before he even speaks with analysts on the conference call. plus, the president makes a push to extend tax cuts for the middle class. positive is it sound economic policy or political hot air? coming up, whether or not higher taxes for the rich nearly translates into economic growth. bill. >> here is a look at how we are finishing out the days of the low of the session. lackluster down day for the major averages. dow down 36 points. 12,736. s&p down two. lower last six mondays. we come back -- >> coming to work on monday basically is the message here. sleep in. >> europe sets the tone for the early part of the week. stocks slide a bit as the second-quarter earnings are about to get under what will those numbers mean for the market, you wonder. >> weighing in. kevin mann. of course, our very own brian shactm shactman. all of you, great to have you on the show. mag why you, what are your expectations from the earnings? rather than going broad and macro and talking in terms of themes, get us through in
CNBC
Jul 19, 2012 4:00pm EDT
quarters of a percent. helping me break it down is andras garcia. good to have you both joining us. we're keeping a close eye on the technology earnings out from now. we have roger kay. $10.10 a share is the number on google, we just got it in, and we mentioned earlier the stock has been trading today, we have $10.04 on the estimate, and we're getting the number as $10.12. we're getting $8.36 million on revenue. the stock right out of the gate trades up just a fraction. they're up ten cents a share. what's your take on the second quarter earnings so far. >> i think expectations were so slow, looking for zr row growth year over year, anything that helps that explains why we have the market grinding higher. >> david, are you with us? >> yes. >> great, i know you can talk about google here, he is executive vice president at e pocket investment partners, what's your take on the google story? >> this is unusual because they just met estimates they usually beat or miss by quite a bit. the good and bad news is the stock is reasonably priced, but these consensus numbers mean that they're cost,
CNBC
Jul 10, 2012 4:00pm EDT
to protect the dollar as the world reserve currency. he joins us now to make his case. you say big banks are critical to the u.s. economy and that we cannot grow if we have more regulation, right? >> absolutely. if you look at the history of the united states financial system going back to alexander hamilton, you will not find one period where bing banks are sli shrinking or being reduced, but multiple periods where they're growing and increasing in number and the economy is moving ahead. >> we can't grow if we saddle them with too much regulation, you sound like a bank ceo. >> have you seen the u.s. economy grow when banks were shrinking? never, you can play jamie dimon games, but if you can show me an economic period of growth with banks shrinking -- >> it seems to me what's hurting the banks most is regulate, rates, and ridiculousness. the london whale thing did not help, but they keep shooting themselves in the foot every week. >> i agree, but you still need the banking system. if you want to the see the debt rolled over, you can't dot it with a savings and loan, you need a huge bank
CNBC
Jul 31, 2012 4:00pm EDT
earlier. she may be off, but she will join us live in a few moments here on "closing bell." >> the final figures, there they are, a decline in the last few minutes. the dow down 64 points here, just above 13,000. the nasdaq is down six points, a decline of a fifth of a percent. >> lots of ups and downs this month, but despite all of that, the major averages are finishing july in positive territory. >> but investors are not taking any more chances ahead of tomorrow's fed announcement especially after they made big bets on more bailouts. we have steven gallager and rick santelli. >> i'm not expecting any action for the august meeting. they will build it up for suspect, but they have tell us something to add for that expectation for september. >> andrew, do you agree or not? >> i do, there's not much the fed did k do here because the problems our economy is suffering from is outside the scope of the fed's ability to influence here. the problem in the economy is one of confidence. if they could create jobs they would have done it years ago. >> are you prioritizing, is it the fed or the ecb y
CNBC
Jul 5, 2012 4:00pm EDT
will be, someone here says no matter data, it will create volatility, and he will use that as an opportunity to buy this market. that leads us to what investors should be betting on right now. we are talking about it now. craig, if i could start with you, basically what would you be doing in this market? how do you use volatility to your advantage and where would you put money to work? >> the market doesn't seem to be brifen on fundamentals at all. volatility is what's going on, and here we use the volatility to buy great businesses that are on sale. there's been market outflows, but they go up in the face of that. people are going to bonds left and right, and greed will return and we'll see atail wind in the equity business. >> gene, do you agree? plenty of people are saying the markets are looking good, are you willing to step up and buy here? >> first, it's great to be on with you and sue, and -- >> we have known gene for many, more years, good to see you too. >> great, bill, thanks. i think the die was cast in the fourth quarter of last year. that's when the financ
CNBC
Jul 13, 2012 4:00pm EDT
turning points take place in the u.s. and in china giving me some encouragement about the longer term prospects. i think the end of the summer you want to be in for the longer haul. >> we got number rs out of the of china that showed grout of 7.6%, but we're talking about a decline from 10 or 11%. >> it's great to be here on a 200 point close. it's exciting. going back to china, you know, 7.6 is not good for china, you have to keep that in a context. but what we're seeing there is strong consumer spending in china with slowing production. that means inventors are individu shrinking. we're seeing the beginning of a turning point in china, and that's encouraged. >> yes, rick santelli, what was it like today. what are you looking for for catalyst in these markets next week? >> we all look at down here is the fact that we're still a bit under 150 on a ten year yield. there was a time when they used to push bond prices down and yields up. that wasn't the case today. i think this disconnect is giving trader as paud that yes, it came back, but we're going nowhere quick plip we're looking a d
CNBC
Jul 30, 2012 4:00pm EDT
on the possibility of bailouts later this week? with us, marty from wells far go management. rick santelli standing by as well. marty, i mean, we had a monster rally the last few days. today the market wait and see mode here. >> yes, it is. i think it reacted pretty well to what were good earnings. even declining revenues, most companies held their profit margins at record peaks. that's really pretty encouraging. >> rick, can i ask you which is more important to our market now? is it the ecb or is it the u.s. fed? >> i personally think that the u.s. fed is probably most important. i would take a fire on both of them. i would think that we shouldn't take our eye off the jobs ball on wednesday and friday. i really think those are the kind of fundamentals in a are performance oriented. bailout oriented is about stabilizing funding issues in europe. we haven't even gotten the fundamental for the equity markets to be performance of those weaker economies. i think that we all need to pay very close attention to which side of a hundred thousand jobs numbers are both wednesday and friday. >> what are your
CNBC
Jul 6, 2012 4:00pm EDT
and the nasdaq was the lowest area. and in the red all day after the jobs report showed that the u.s. added an anemic 80,000 jobs. they're not betting on any federal reserve to prop up this economy, but should you rule the fed out. we'll get to rod smith, raymond james, and rick santelli. good to see you all, thank you for joining us we we appreciate it. let's talk about where we go from here, if you were to further easing, what would that be in the form of? how much further can they go on rates? >> they touched the zero bound, interest rates are at zero until 2014. they could suggest they will keep them there longer, enlarge the size of the balance sheet, and do what they did yesterday which was to stop paying banks a quarter percent they keep the the fed to push banks to loan more money out. that has an impact on the mutual fund arena, but it's something they have at their disposal. >> what do you want to do from an investment standpoint knowing what we know from where the fed has been, knowing that we're heading into the earnings reporting season, what do you want to do with your money?
CNBC
Jul 16, 2012 4:00pm EDT
right now. andrew sorkin is on the phone with the news. andrew, what can you tell us? >> we have some very, very big news. we have a new ceo for yahoo and i won't wait to give it to you. marissa mayer of google. you know her well. she's the head of that your local and location business for many, many years. was in charge of their search business and famous homepage. she's now going to be the ceo of yahoo. this is very big news. we expected in part many people anticipated -- levinson who had been the interim ceo following the ousting of scott thompson would be the ceo. but marissa mayer is going to be the ceo. she literally resigned from google in the past hour. making phone calls to executive privilege -- executives there. i spoke with marissa earlier today. and she said that she had been speaking with yahoo about this for about the past month. she said it was actually an easy decision to make. she has been working at google the past 13 years and yet said this wag something she always wanted to do. as you know she joined the board of walmart about two months ago. this is part of that
CNBC
Jul 20, 2012 4:00pm EDT
yield up to 7.2% today. that was a problem for the european banks and it crept into the u.s. as well. technology rolling over today, and the s&p 500 down 13.75 points. let's get to all of the action and what is behind the sell off. stephanie link, doug sandler, allen gail also joining me to talk about that. we have the latest details on the market outside of the business world today, the tragic shooting during a showing of the batman film. we will get to the latest on that coming up in the program. let's talk stocks down 119 points on the dow industrials, doug sandler, are you with me? can you hear me? leaving me out to dry. what was the big focus from your standpoint, stephanie? >> it was getting back to unfortunately the headlines in europe and the commentary out of china in terms of them continuing to be tight on the real estate side. we had pretty good action earlier in the week. i know the market was not up, but some stocks were huge like emc. i think investored wanted to take money into the weekend given europe and the economy. >> doug, this is a vicious cycle, how do you get o
CNBC
Jul 24, 2012 4:00pm EDT
on the fed, can the u.s. market really move forward in a sustained way without a european resolutions? >> no, i don't think it can. the fear is too great. you will have to let the fire of fear -- or the fever of fear rest. and the federal reserve can't allow any kind of slow down in momentum, and neither can the european central bank. so the markets will have to sort out the pricing level where it's basically discounted. a slow global economy or break up with the euro or what have you. so i don't think it's a matter of if, it's just when are they going to print more money and more stimulus. >> apparently. absolutely. we'll leave it there. thanks, everybody. we want to get to courtney reagan here, we're waiting for apple. they be out soon. we'll bring you the numbers and tell you how the stock trades -- netflix is out let's get to julia on the netflix numbers. >> thanks maria, it's coming in right in line with expectations. $889 million in revenue. earnings per share coming in at 11 cents. wall street was expecting 5 cents a share. the company has returned to profit ability after being in the
CNBC
Jul 25, 2012 4:00pm EDT
to claw they're way back, and despite this black cloud hanging every us from washington, i think what you're dealing with by having these two segments, in many cases they're not compatible, is additional diversification. they want to have some predictability of earnings, that really adds that. and to put them into a position to be specially more vulnerable, i don't think it will pick up any momentum. >> rob, you're looking, you're overseeing that midcap growth fund, did the midcap companies need the large caps to trade up? you have to allocate capital regardless of the economic environment out there.a lot of those global growers with dividends and exposures to hot spots around the world. those are not the mid-cap growers with sob do they need to trade up to see good performance? >> that has not been the case up until now. if you look over any major period up to 30 years since the russell indexes were created, we have seen them performance on a risk adjusted basis relative to large and small. >> and what are you talking about? what are you talking about when you talk midcap? >> right, we u
CNBC
Jul 27, 2012 4:00pm EDT
for joining us, another big day for the bulls with the dow up better than 650 points in the last three days. bob pisani watching it all unfold in his front row seat, what's your take? >> it was an interesting discussion. i think the market moved up 2% this week and not because the gdp was terrific or because the earnings were particularly good. traders are expecting the ecb and the fed to do something. this is very ambitious. you soak up all of the supply. you get the ecb do go out and buy bonds through the bailout fund, and to buy bonds through the ecb bond buying program out there, maria. >> let me get your take on next week, we have the ecb meeting, the jobs numbers on friday, b what are your expectations in terms of how that market trades, bob? is it a sell on the news situation? >> no, the macro economic situation was not good today. we rallied entirely on whether or not the fed or the ecb does something. there will be your cue. the question is how aggressive is the fed and the ecb going to do. there's four or five things they could seieasily do right now including a banking license. m
CNBC
Jul 12, 2012 4:00pm EDT
cox. thank you for being on the program and joining us. >> great to be with you. >> mark, you're expecting pretty tough markets? >> look, i think as you lie highlighted several times, especially on the macro front, they're waiting for resolution on the european debt crisis, the fiscal cliff, or waiting for higher rates. they're waiting for things that will not be resolved in the near term. it's creating a lot of frustration. >> ben, you need a strategy for the short-term and for the long term. how do you trade this market? >> u think we will be choppy no doubt. one of the other things we're waiting for is more monetary easing. and i think there is disappointment there. don't know whether we get that this summer. so i think we're still looking at choppy markets. we're still, basically, equal weight equities. we're starting to move into commodities a little more. it has been hit harder than equities so there might be opportunities there. we still think we grind higher by the end of the year and that will not start happening until the pal. >> let's talk about earnings. we're abou
Search Results 0 to 19 of about 20